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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales Trade Agreements
Microsoft Dynamics AX (Archived)

Sales Trade Agreements

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Posted on by JohnJacob 365

Hi,

We have an issue where the AR people are updating the Sales trade agreements leaving the TO dates blank (no end date) but new prices to items with the FROM date (start date) as the current date; however, when the sales orders are going in, it is still choosing the older price essentially ignoring the FROM date field. One option was to set the TO dates to close them but we were told initially we did not have to do that; the system would choose the new date based on the FROM date. Now we have 1000s of items with hundreds of trade agreements.

Has anyone experienced this?

TIA

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  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    I am afraid you have to set the TO date, this is the end date for the agreement, if you have three open lines and all of them are set with no TO date it will pick the first it finds. Your advice where you were told you do not have to fill in the TO dates was incorrect.

    What you can do is go to the price/discount agreement journal, bring in all of the lines (you may need several filters for this) and then do a copy and revise and set to the "To" date to the end - then post the journal. Then create the same journal and this will have double the lines, filter on the lines with the "To" date set and delete them from the journal, and then remove the filter to leave the lines with the blank date - press the "select all trade agreements for deletion" and then post - this will leave you with the same lines but with a To date populated.

  • Community Member Profile Picture
    Community Member on at

    Hello John,

    I don't know anything about your pricing policy, but if you don't use the FROM and TO quantity fields in the sales trade agreements and always want to take the Table relation first if available, if not then the Group relation and last the All relation: make sure that the Find Next field is unchecked.

    Try this setting first in your Test environment with several scenario's before you apply this into you Production environment. Hopefully this solves your problem.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

    Hello John,

    Additional information on the answer of Jaykay:

    If the field 'Find next' is checked, AX will search for the lowest price which is valid. If the TO date is not filled, the price is still valid. So please try to uncheck the 'Find next' field.

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    Only works if the price is going down of course in a linear manner, if it is unchecked it picks the first I believe, but the addition is a good point :-)

  • JohnJacob Profile Picture
    JohnJacob 365 on at

    Hi Weaveriski,

    "I am afraid you have to set the TO date, this is the end date for the agreement, if you have three open lines and all of them are set with no TO date it will pick the first it finds."

    Logically this makes no sense to me. Why wouldn't the system pick the correct record based on the FROM date at the time of the sales order instead of just the first one it comes to?

    Anyway, thanks for the answer. Now I guess we have to go back and clean it up.

    Thanks.

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    So you have item x that has the following setup:

    From 01/01/2013 $5

    From 01/02/2013 $5.30

    From 01/03/2013 $4.99

    There is no TO date to end it, if the Find next is ticked it would find $4.99 (probably) if not it will find the 01/01/2013 record first and apply this. I have not tried this in AX2012, but it finding the first record and not the one you expect was a common issue. Basically all three lines are valid with no TO date as they are all valid today, so it picks the first.

  • JohnJacob Profile Picture
    JohnJacob 365 on at

    Ugh. Does anyone know offhand what class includes the logic for picking the correct trade agreement pricing?

    Thanks.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

    Hi,

    It is all done within the PriceDisc class.

  • lally Profile Picture
    lally 8 on at

    Hi All ,

    In this below example ,

    From 01/01/2013 $5

    From 01/02/2013 $5.30

    From 01/03/2013 $4.99

    do i need to place the check mark  in Find next field against the each line ?

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    If you want it to find a lower price than the last lower price then yes. I suggest you trial it.

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